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Ellen Hinchee's avatar

I’ve come to the same conclusion. There is no long term vision or strategy. So yes, how does any company justify making the long term investments necessary to move more, or all, of their supply chain stateside? And the next question is who will take these jobs, like the ones described by Lutnick, “screwing thousands of tiny screws” to make phones. Won’t these jobs have to pay pretty well to attract applicants? And wouldn’t that push up the cost of those products to unaffordable levels? These sound like the tedious, repetitive jobs that recent immigrants have traditionally held in our country. Yet we are deporting immigrants and discouraging further immigration. So how does all this work out? I don’t see it, and 47 is not offering a vision.

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Jed Rothwell's avatar

I was surprised to find that people actually do screw in tiny screws into cell phones. I thought that would be fully automated. I am pretty sure it will soon be automated in China, and it would be if the industry is re-shored.

Assembling and testing cell phones is a lot more complicated than you might have thought. See minutes 6 to 7 here:

https://www.youtube.com/watch?v=psDO1rPFQ1Y

It would take years to learn to do it in the U.S. Intel's recent fiasco trying to set up chip factories in the U.S. shows how things like this can fail.

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